Financial Analyst (Client Services) | Market Competitive Salary | High Visibility, Analysis Driven Role!

Location: Tampa, FL | In Office 4 Days/Week (WFH Fridays)
Travel: ~10% (Typically 2–3 days at the start of an engagement)

Are you passionate about forward looking financial analysis and eager to step into a role where your work directly shapes client outcomes? This opportunity offers hands on involvement across multiple engagements, blending accounting fundamentals with FP&A, financial modeling, valuation, and strategic analysis. If you enjoy solving complex problems, partnering with clients, and producing analytical work that drives decisions—not just reporting on the past—this role will challenge and grow you.

You'll work side by side with senior leaders and external advisors, gaining exposure to a wide range of industries, business models, and project types. The ideal candidate is sharp, curious, collaborative, and excited about applying strong analytical skills in a dynamic, client-facing environment. With predictable hours and a supportive team culture, this is an excellent role for someone looking to accelerate their financial expertise without the burnout typical of other paths.

Responsibilities:

• Apply accounting, finance, and analytical expertise to financial modeling, valuation analyses, business plan evaluations, and financial statement analysis
• Build and support detailed financial models, budgets, and forward looking projections
• Prepare polished client facing presentations and written deliverables
• Collaborate directly with client leadership, internal teams, and external advisors across multiple ongoing engagements
• Perform data analytics and structured analysis to support recommendations
• Lead heavy Excel-based work, including pivot tables, lookups, and modeling exercises

Requirements:

• Bachelor’s degree in Accounting required
• 3–5 years of professional experience
• CPA a plus, but not required
• Public accounting + industry mix or pure industry experience required
• Not seeking candidates whose experience is strictly public accounting
• Experience at small or middle market companies strongly preferred
• Experience in the lending spaces a plus
• Exposure to FP&A and financial modeling is highly desirable
• Intellectually curious, sharp, and eager to learn
• Strong Excel skills (there will be a practical test)